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PennyMac Mortgage Investment Trust shares owned by LPL Financial

Quarter-by-quarter ownership of PennyMac Mortgage Investment Trust (PMT) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in PennyMac Mortgage Investment Trust

Tip: Access up to 7 years of quarterly data

All positions including PennyMac Mortgage Investment Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in PennyMac Mortgage Investment Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 207k 12.26
2025-06-30 $2.6M 202k 12.86
2025-03-31 $3.1M 215k 14.65
2024-12-31 $2.7M 215k 12.59
2024-09-30 $2.8M 197k 14.26
2024-06-30 $2.7M 199k 13.75
2024-03-31 $2.7M 183k 14.68
2023-09-30 $2.3M 184k 12.40
2023-06-30 $2.4M 178k 13.48
2023-03-31 $2.2M 176k 12.33
2022-12-31 $2.2M 177k 12.39
2022-09-30 $2.1M 179k 11.78
2022-06-30 $2.7M 194k 13.83
2022-03-31 $3.0M 178k 16.89
2021-12-31 $3.1M 178k 17.33
2021-09-30 $2.6M 134k 19.69
2021-06-30 $2.8M 134k 21.06
2021-03-31 $2.5M 130k 19.60
2020-12-31 $2.8M 159k 17.59
2020-09-30 $2.5M 155k 16.07
2020-06-30 $2.6M 150k 17.53
2020-03-31 $1.6M 146k 10.62
2019-12-31 $3.0M 135k 22.29
2019-09-30 $2.2M 100k 22.23
2019-06-30 $1.6M 74k 21.83
2019-03-31 $1.4M 66k 20.71
2018-12-31 $488k 26k 18.63
2018-09-30 $610k 30k 20.23
2018-06-30 $332k 18k 19.00
2018-03-31 $358k 20k 18.02
2015-03-31 $236k 11k 21.40
2014-12-31 $209k 9.9k 21.05
2014-09-30 $218k 10k 21.38
2014-03-31 $212k 8.9k 23.88

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View all positions for LPL Financial

Top funds holding PennyMac Mortgage Investment Trust

BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Invesco
Parallax Volatility Advisers
Geode Capital Management
Susquehanna International
Mirae Asset Global Etfs Holdings
Charles Schwab Investment Management
Millennium Management
Robeco Investment Management
Morgan Stanley
Barclays
Citadel Advisors

View all funds holding PennyMac Mortgage Investment Trust